Filing Instructions and Confirmations

The Instructions and Confirmations subtab contains concise instructions for filing your taxes as well as electronic filing confirmations from the IRS, the Treasury, and the state tax authorities.

  • Filing instructions – The final step in the filing process to provide the client with a summary (which we call, “Final Instructions”), outlining the services which were provided, the documents which were prepared, the method by which those documents were delivered to the IRS/Treasury, as well as specific mailing instructions if was not possible for us to e-file on the client’s behalf.
  • Confirmations – If possible, TFX will always e-file returns on behalf of the client (once approval is given), but in some cases – such as when filing an amended return or using the Streamlined Procedure – it is not possible for us to do so. If your tax return and/or FBAR was electronically filed, we will upload the e-file confirmation for your records.
    • The IRS will provide a receipt when they receive and accept your documents.
    • The Treasury will provide a receipt when they receive your documents.

Browse to the Documents section, then click on Instructions and Confirmations. If you have any unread documents, a notification like the one shown below will alert you.

Tax documents are categorized by tax year. For each tax year, the number of unread files and info about the last update will be displayed. Next to each file you’ll be able to see the tax year as well as info about the last update.

To manage your files for a specific year, click the year link.

From here, you can manage all your instructions and confirmations for the selected year. You’ll be able to see the date the file was added and its size.

Previewing Files

You can easily preview the files using the built-in document viewer. To open the document viewer, click the Preview icon next to the name of the document. Click the white arrow at the top left to return to the list of documents.

Downloading Files

To download a document, click on its name or on the download icon, if prompted, choose where you would like to save the file, then click Save. When the download finishes, you will usually see it appear at the bottom of your browser window. Click on the file name to open the downloaded document.

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